iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
59 hedge funds and large institutions have $106M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 12 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
125% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 12
64.03% more ownership
Funds ownership: 104.91% → 168.94% (+64%)
60% more capital invested
Capital invested by funds: $66.6M → $106M (+$39.7M)
11% more funds holding
Funds holding: 53 → 59 (+6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWA
Heartwood Wealth Advisors
Richmond,
Virginia
|
+$12.9M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$7.38M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.91M |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
+$3.81M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$4.17M |
| 2 |
Morgan Stanley
New York
|
-$1.6M |
| 3 |
CA
CGN Advisors
Manhattan,
Kansas
|
-$871K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$378K |
| 5 |
F4L
Fortune 45 LLC
Gonzales,
Louisiana
|
-$299K |
IBMP Hedge Fund Activity: Q2 2022 in Review
59 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) for Q2 2022, worth a combined $106M — up 60% from $66.6M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IBMP positions and 4 closed out — a net gain of 6 holders — while 27 added to existing stakes and 12 trimmed.
The largest buyer was Heartwood Wealth Advisors, opening a new position worth an estimated $12.9M. The largest seller was HighTower Advisors, cutting an estimated $4.17M.
- 59 institutional investors held iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) as of Q2 2022, up from 53 in Q1 2022.
- Funds reported $106M of iShares iBonds Dec 2027 Term Muni Bond ETF stock for Q2 2022, up 60% quarter-over-quarter.
- 10 funds opened new iShares iBonds Dec 2027 Term Muni Bond ETF positions in Q2 2022 and 4 closed out, a net change of +6 holders.
- The largest iShares iBonds Dec 2027 Term Muni Bond ETF buyer in Q2 2022 was Heartwood Wealth Advisors, an estimated $12.9M added.
- The largest iShares iBonds Dec 2027 Term Muni Bond ETF seller in Q2 2022 was HighTower Advisors, an estimated $4.17M sold.
Based on aggregated 13F filings for Q2 2022.